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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: sam who wrote (21834)	6/7/1999 10:35:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

sam, it's in the lowering of estimates is in the upgrade. It was based on the idea that falling DRAM might slow the pace of RDRAM sales in the early stages<duh>. Where Faber revealed either his bias or bias of his source was by not pointing out the IBM denial of the "IBM drops RMBS" story. My personal view is that these guys on CNBC run with slant of their source. Bottom line though, if you are relying on the CNBC's of the world to get your market research, you're in deep s***. bp